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Stephanie Elizabeth Keur

Investment adviser representative at Missionsquare Retirement
15 yearsExperience
12 statesRegistered in
$6.3BFirm assets
43 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assets

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Portfolio management

Experience

15 years in the industry.

  1. Missionsquare RetirementAug 2023 to now
  2. Missionsquare Investment ServicesAug 2023 to now
  3. Mutual of America Life Insurance CompanyMay 2019 to Aug 2023
  4. Mutual of America Securities LLCMay 2019 to Aug 2023
  5. AXA Advisors, LLCDec 2016 to Apr 2019
  6. Rochester Institute of TechnologySep 2014 to Jan 2017
  7. Webster Writing ConsultingFeb 2011 to Aug 2023

Exams passed

  • Series 66 · Uniform Combined State Law2017
  • Series 65 · Uniform Investment Adviser Law2023

State registrations

Registered as an investment adviser representative in 12 states (CT, DE, MD, ME, NH, NJ, NY, OH, PA, RI, VT, WV).

Missionsquare Retirement

Legal name: International City Management Association Retirement Corporation

$6.3BAssets managed
40,527Clients
132Advisers
43 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
6707285
Firm CRD
108783
Advisor's SEC record (opens in a new tab)
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